Long Run Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29,546
| Closed | -$891K | – | 95 |
|
|
2023
Q3 | $891K | Buy |
29,546
+1,317
| +5% | +$39.7K | 0.29% | 60 |
|
|
2023
Q2 | $1.06M | Sell |
28,229
-247
| -0.9% | -$9.31K | 0.34% | 60 |
|
|
2023
Q1 | $1.14M | Buy |
28,476
+825
| +3% | +$32.9K | 0.39% | 60 |
|
|
2022
Q4 | $1.19M | Buy |
27,651
+1,391
| +5% | +$59.8K | 0.43% | 57 |
|
|
2022
Q3 | $1.1M | Buy |
26,260
+3,428
| +15% | +$143K | 0.43% | 56 |
|
|
2022
Q2 | $1.05M | Buy |
22,832
+2,095
| +10% | +$96.6K | 0.41% | 54 |
|
|
2022
Q1 | $971K | Buy |
20,737
+2,729
| +15% | +$128K | 0.34% | 60 |
|
|
2021
Q4 | $888K | Buy |
+18,008
| New | +$888K | 0.31% | 62 |
|